Midland School INC FY2021 filing

Tax-deductible

North Branch, NJ501(c)(3)Since 1961EIN 22-1666121Revenue $7.7M in FY2021

On file with the IRSmidlandschool.orgPo Box 5026, 08876-5026 · North Branch, NJTax-exempt since Sep 1961Hospital or medical research org — 170(b)(1)(A)(iii)

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The Midland School is an approved not-for-profit New Jersey Department of Education private school dedicated to the individual, academic, social, emotional and career education needs of students ages 3 through 21, with intellectual and developmental disabilities. The Midland School serves children and adolescents from over 45 school districts throughout Northern and Central New Jersey. As leaders in the field, The Midland School promotes personal achievement and fosters independence by providing a range of innovative programs and services including: individualized instruction; multi-sensory approach, Midland Preschool, life skills training, extracurricular/after school programs, speech, occupational and physical therapies, certified BCBA, social worker, counseling, bilingual/culturally diverse staff and, where appropriate to the students needs, a comprehensive school to work transition program or transition services to other adult day program services. The Midland School offers a compr

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$978K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $438K a year · 5% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$978K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $779K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.4M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.7M
-10% vs prior year
Spent
$7.5M
To programs
86%
Net assets
$13.8M
By yearFY2020–FY2025
Revenue
$7.7M
FY2021▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.5M
FY2021$7.7M
FY2022$7.6M
FY2023$9.4M
FY2024$10.3M
FY2025$11.6M
Expenses
$7.5M
FY2021▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.8M
FY2021$7.5M
FY2022$8.3M
FY2023$8.7M
FY2024$9.8M
FY2025$10.5M
Net assets
$13.8M
FY2021▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.8M
FY2021$13.8M
FY2022$13.1M
FY2023$14.0M
FY2024$15.0M
FY2025$16.4M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $6.4M Management & general 14% · $1.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $978K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$188,197Pt VII · Sec A
Business Mngr
$182,022Pt VII · Sec A
$128,355Pt VII · Sec A
Sys Admin & Fac Mg
$126,953Pt VII · Sec A
$120,250Pt VII · Sec A
Project Director
$117,526Pt VII · Sec A
Supervisor
$114,748Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Gregg Sweetman$234,481$215,267$190,769$183,849$182,022$176,182
Shawn McInerney$213,203$204,920$197,637$190,530$188,197$181,961
Natalie Swiatek$142,984$133,838$129,032$121,764$117,526$115,813
Kristen Massimo—$135,023$133,214$129,961$128,355$126,497
Michael Castles——$131,427$128,247$126,953$125,340
Kirk Petrik$129,142—————
Suzanne Frank—$127,246$124,600$119,004$120,250$106,982
Karen Storm——$120,737$116,173$114,748$112,990

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students with intellectual and developmental disabilities, preparing them for adult life.

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Provided by the organization

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1 program · $6.4M · in their own filed words · FY2020
01

The midland school promotes personal achievement and fosters independence by providing a range of innovative programs and services including individualized instruction with a multi-sensory approach, midland preschool program, life skills training, EXTRACURRICULAR/ after school programs, speech, occupational and physical therapies…

$6.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$779K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.7M
Ln 12
Fees for servicesLn 2g$7.0M
Investment incomeLn 3$396K
Gifts and grantsLn 1h$234K
Money outPt IX
$7.5M
Ln 25
Programscol B$6.4M
Managementcol C$1.0M
Owns and owesPt X
$13.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$16.2M
LiabilitiesLn 26$2.4M
PeoplePt VI, VII
23
listed · VII A
PaidVII A7
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$234K
Fees for servicesLn 2g$7.0M
Investment incomeLn 3$396K
Other incomeLn 4–11$77K
Gains on assetsLn 7$219K
Total revenueLn 12$7.7M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$0
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$6.7M
Land, buildings, equipmentLn 10c$5.5M
Other assetsLn 15$0
Total assetsLn 16$16.2M
LiabilitiesLn 26$2.4M
Net assetsLn 32$13.8M
OperationsPt I, VI
EmployeesI 5172
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.9M$1.9M
InvestmentsLn 11–13$5.5M$6.7M
Land, buildings, equipmentLn 10c$5.8M$5.5M
Total assetsLn 16$15.3M$16.2M
LiabilitiesLn 26$2.5M$2.4M
Net assetsLn 32$12.8M$13.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$416K$321K$96K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$4.2M$3.6M$605K
Pension plan contributionsLn 8$186K$163K$23K
Other employee benefitsLn 9$1.1M$1.0M$92K
Payroll taxesLn 10$338K$293K$46K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$34K$34K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$264K$173K$91K
Advertising and promotionLn 12$27K$27K
Office expensesLn 13$22K$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$228K$228K
TravelLn 17$1K$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$29K$29K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$304K$296K$8K
InsuranceLn 23$34K$34K
Other expenses (24a–d)Ln 24$245K$219K$26K
All other expensesLn 24e$0
Total functional expensesLn 25$7.5M$6.4M$1.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.6M$10.5M$1.1M$16.4M 990 PDF
FY2024 $10.3M$9.8M$552K$15.0M 990 PDF
FY2023 $9.4M$8.7M$730K$14.0M 990 PDF
FY2022 $7.6M$8.3M−$657K$13.1M 990 PDF
FY2021 Viewing $7.7M$7.5M$208K$13.8M 990 PDF
FY2020 $8.5M$7.8M$701K$12.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $7,668,515 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $200,854$233,619
I-9 Program service revenuePrior year $7,716,947$6,961,114
I-10 Investment incomePrior year $518,873$396,363
I-11 Other revenuePrior year $77,419$77,419
I-12 Total revenuePrior year $8,514,093$7,668,515
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $6,530,444$6,273,541
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,282,713$1,187,328
I-18 Total expensesPrior year $7,813,157$7,460,869
I-19 Revenue less expensesPrior year $700,936$207,646
Part VI · Governance 15 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,668,515 across 9 lines filed
VIII-1f All other contributions, gifts and grants$233,619
VIII-1h Total contributions, gifts and grants$233,619
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,961,114$6,961,114
VIII-3 Investment incomeRelated to mission $177,576$177,576
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $77,419$77,419
VIII-7 Net gain or loss on sales of assetsRelated to mission $218,787$218,787
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $7,434,896$7,668,515
Part IX · Statement of functional expenses $7,460,869 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $320,673 · Management $95,786$416,459
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $3,600,887 · Management $604,808$4,205,695
IX-8 Pension plan contributionsPrograms $163,227 · Management $22,713$185,940
IX-9 Other employee benefitsPrograms $1,034,906 · Management $92,076$1,126,982
IX-10 Payroll taxesPrograms $292,728 · Management $45,737$338,465
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $34,000$34,000
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $172,922 · Management $90,958$263,880
IX-12 Advertising and promotionPrograms $27,297$27,297
IX-13 Office expensesManagement $22,069$22,069
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $227,780$227,780
IX-17 TravelPrograms $1,157$1,157
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $28,940$28,940
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $296,153 · Management $7,509$303,662
IX-23 InsurancePrograms $33,549$33,549
IX-24 Other expenses (24a–d)Programs $218,916 · Management $26,078$244,994
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $6,419,135 · Management $1,041,734 · Fundraising $0$7,460,869
Part X · Balance sheet $16,197,805 assets, 20 lines filed
Asset lines not itemized here account for $1,242,921; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,893,254$1,882,615
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $1,061,330$616,706
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $37,291$227,443
X-10c Land, buildings and equipment, netStart of year $5,789,727$5,529,063
X-11 Publicly traded securitiesStart of year $5,500,249$6,699,057
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $15,333,084$16,197,805
X-17 Accounts payable and accrued expensesStart of year $671,975$683,543
X-25 Other liabilitiesStart of year $22,669$27,947
X-26 Total liabilitiesStart of year $2,514,644$2,411,490
X-27 Net assets without donor restrictionsStart of year $11,743,854$13,068,032
X-28 Net assets with donor restrictionsStart of year $1,074,586$718,283
X-32 Total net assets or fund balancesStart of year $12,818,440$13,786,315
X-33 Total liabilities and net assetsStart of year $15,333,084$16,197,805
Part XI · Reconciliation of net assets $13,786,315 net assets at year end
XI-1 Total revenue$7,668,515
XI-2 Total expenses$7,460,869
XI-3 Revenue less expenses$207,646
XI-4 Net assets at start of year$12,818,440
XI-5 Net unrealized gains (losses) on investments$793,121
XI-7 Investment expenses−$32,892
XI-10 Net assets at end of year$13,786,315

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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